Adviser Angle
Adviser Angle: Advice for Advisers
Latest
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Car Wash Investing: Cut Tax Grime and Polish Your Portfolio
Real estate investing professional explains the tax advantages and efficiencies of investing in car wash real estate.
By Dwight Kay
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How Financial Advisers Can Help Clients Navigate the SSFA
The Social Security Fairness Act's big changes and new opportunities could require adjustments in tax strategy for some Social Security recipients.
By Jake Klima
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Six Steps for Financial Advisers to Make Compliant Video Testimonials
Following these steps in order can help ensure you don't end up breaking any rules or having to redo your work.
By Jeff Briskin
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Advisers, Take Note: How 2025 Social Security Changes May Impact Your Clients
What financial advisers might need to know to help their clients navigate Social Security in 2025.
By Jake Klima
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Navigating Annuity Taxation: A Guide for Financial Advisers
Understanding the essentials of taxation in retirement income strategies involving annuities helps ensure positive outcomes for clients.
By Jake Klima
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How Google Reviews Can Help (or Hurt) Financial Advisers
Don't leave your Google Business Profile unclaimed — someone else can make changes if they claim it. Also, here's what you can (and cannot) do with the reviews.
By Jeff Briskin
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How Baby Boomers and Gen Xers Are Redefining Retirement Living
Both generations need to embrace change and leverage real estate as a dynamic asset in their retirement planning. Here's how financial advisers can help, too.
By David Conti, CPRC
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How Good Advisers Manage Risk in Challenging Markets
They understand the difference between what might be real challenges to an investor's strategy and fear brought on by market volatility.
By Ryan L. Kirk, CFA®
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Winning Strategies for Financial Advisers as Clients' Lives Evolve
How can the wealth management industry help make life transitions easier for the adviser and the client?
By David Conti, CPRC
